Moderate Conservative Profile
It is characterized by seeking higher returns than banks pay. However, he is not willing to accept much risk and does not accept the volatility of the markets. It seeks to invest in instruments that have secondary market liquidity, that are redeemable, reimbursable or expire with return of principal within an acceptable period. You can consider investments of intermediate terms, provided they comply with the above. You want to protect your investment against the effects of inflation. These clients will be recommended products such as government debt instruments (Treasury Bills and Bills, Local and International), as well as corporate debt instruments that meet their acceptance of risk, performance, investment term and inflation coverage. It needs high liquidity, which ranges from 40% to 50% of the investment account.